Job Description
Paraplanner Wakefield Hybrid / Remote Considered Up to £45,000 We''re working with a growing wealth management practice in Wakefield that is looking to appoint an experienced Paraplanner to support their expanding adviser team. This is an opportunity to join a forward-thinking practice where your technical expertise will be valued, working closely with advisers to deliver high-quality financial planning solutions for clients. The role offers a flexible hybrid approach, with remote working considered for highly experienced Paraplanners. The Role Preparing suitability reports for new business and review cases Supporting advice across investments, pensions, protection and wider wealth planning Carrying out technical research and analysis Working closely with advisers throughout the advice process Ensuring cases are accurate, compliant and delivered efficiently What''s On Offer Salary up to £45,000 Hybrid working flexibility Remote working considered for experienced candidates Opportunity to join a growing practice with a strong future ahead Close support from advisers and the wider team Ongoing development opportunities About You You''ll ideally have experience as a Paraplanner within a regulated financial planning environment, with strong technical knowledge and excellent attention to detail. Experience within a St. James''s Place practice would be advantageous, although candidates from other wealth management backgrounds will also be considered. A Level 4 Diploma in ..... full job details .....